Brightwater Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,540
+1,265
| +39% | +$384K | 0.99% | 27 |
|
|
2025
Q1 | $900K | Sell |
3,275
-19
| -0.6% | -$5.22K | 0.71% | 29 |
|
|
2024
Q4 | $955K | Sell |
3,294
-101
| -3% | -$29.3K | 0.75% | 28 |
|
|
2024
Q3 | $961K | Sell |
3,395
-71
| -2% | -$20.1K | 0.71% | 29 |
|
|
2024
Q2 | $927K | Buy |
3,466
+76
| +2% | +$20.3K | 0.72% | 30 |
|
|
2024
Q1 | $881K | Sell |
3,390
-352
| -9% | -$91.5K | 0.71% | 30 |
|
|
2023
Q4 | $888K | Buy |
+3,742
| New | +$888K | 0.75% | 29 |
|